How to Easily Automate Your Sales Routine

As your business grows, your workload can significantly increase, which can put a toll on your well-being. However, the good news is that with the constant development of technology, you can automate routine aspects of repetitive parts of your business-like sales processes. When you add automation to your sales routine, then you can skip the busy repetitive work involved if you process it manually. Sales automation can make your life simple in many ways. Read on to learn how to easily automate your sales routine. 

Automation of Lead Prioritization 

Your business is likely to receive leads from multiple sources where some of these leads may have an interest in your business. Some leads may not be that important, but sales reps may waste their time going through them. Therefore, it is essential to consider artificial intelligence-based lead scoring tools that are designed to help sales representatives in the prioritization of leads. You can automate the process by creating a lead scoring model based on different metrics such as company size as well as industry type. You may also be interested in knowing how the consumers use the products. You can get this information from leads obtained from web-based activities like page visits as well as downloads. 

Email Automation

Emails play a crucial role in improving customer engagement in your business. For instance, if you have 100 new leads, it means that you are supposed to send 100 welcome emails to all new customers. To save your sales reps the burden of writing 100 different emails, your business can consider email automation. This involves the development of an email template that you can use to connect with different customers. You can automate your sales routine with Salesforce email template that allows you to send several emails from your inbox. 

The advantage of using a template is that you can easily upload new information that you can send to different people. Additionally, you can also automate the welcome email process with all potential customers that you can follow up with a personalized email. 

Automate Case Escalation 

When you realize that different aspects are taking a long time on your end to be resolved, you need to take the right action. The customers may not escalate the issue with you, but they can simply switch to the other players in the same industry, which leads to loss of business on your part. Therefore, you need to be proactive on your part and stay ahead of the situation so that you do not lose customers. You need to provide your team with the information they need to follow up on different issues. For instance, you can automate escalation rules that can help draw the attention of the right people within the organization. This will also help keep the customers informed of different things taking place, such as delays so that you will not lose them. 

Automation of Approval of Discounts

In most cases, sales reps have no authority to grant discounts to the customers, and they need to ask the manager to do it. However, the process can take a long time, which can result in the loss of the prospective customer. To simplify this discount approval process, you can consider automating it. You can do this by creating two custom fields to your opportunity record showing discount percentage and status approval, which shows that it has been approved or rejected. If the discount is less than 5%, then it should be automatically approved, whereas the manager should approve of it if it is above 10%. 

When making a decision, the manager has to consider factors such as the duration of the deal as well as the opportunity presented by the offer. With a custom email, the sales manager can quickly decide on the discount by simply pressing approve or reject discount, which accelerates the entire process to eliminate the waiting period. The discount status is automatically updated once the discount has been approved. Since all discounts above 15% will require the approval of the manager, automation of the process can go a long way in simplifying it. The manual process is usually time-consuming. 

Your business’ ability to automate different routine sales tasks helps improve efficiency in the performance of such activities. This will result in higher productivity by your sales staff that improves the overall performance of the organization. Sales automation eliminates routine work, which can lead to the monotony that will ultimately affect employee performance. Automation of sales activities also leads to a reduction in operating costs. Sales automation also helps with effective decision making that contributes to the performance of your business.

Anzhela Sychyk

Anzhela is a seasoned business journalist with a keen eye for spotting industry trends and a knack for explaining complex financial concepts in a clear and accessible way. With over 15 years of experience covering the world of finance and economics, Anzhela has established herself as a respected authority on all things business.